Edit Project Number?
Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd likeBackup and Restore of Projects
Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be thatTask List Workflow Rule
I'm having an issue when creating a workflow rule to notify customers by email of the project progress. I need the criteria to be TASK LIST STATUS not just task status. I don't want our customers getting too many email notifications throughout the project,ZOHO Task deleted accidently
Hello team, Can you please help me with a deleted task that was created in general task list for one of my project. The task is very important to me as it was created by client. Please help me.I dont see Timesheet configuration for my client
I dont see Timesheet configuration for my clientImporting Tasks : Where is the flexible work hours field ?
I need to be able to import a years worth of flexible hours for our part time workers, but I can't find what field to import to. When I do an export, there is nothing that signifies Standard/Flexible and whenever I import it automatically sets it to Standard...Zoho Projects Roadshow, Australia & New Zealand - 2025
Dear Users, We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or ZohoLayout Rules Based on Task Owner
We are managing our entire workflow on Zoho Projects From Deal to Shipment to Receiving Payment Now there is one thing that I would like to the ability is to Show or Hide different fields based on Task Owner For example for Shipment Tasks I would likeZoho Projects API fails to update integrated field
I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".Share Projects with Vendor Zoho Projects Portal
I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.Create global project dashboard for all users
Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects. right now, I have to modify each project dashboard per project per user. This is not practical.Issue List Export
When viewing all Tasks, there are options to filter the list and export. With the Issue list, I can filter, but not export the list. Is there somewhere else to go to get an exported list of filtered issues?TaskList at Bottom from API
When I create a taskList from API the TaskList is always At the Top, I need it to be at the bottom. How can I achieve that?Fetch Project's Task by Name
Why is there no way to fetch a projects task by name? https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1 I have looked in the documentation but didn't find a way to fetch tasks by Task Name Am I missing something?Power of Automation :: SLA for Tasks
Hello Everyone, In this 'Power of Automation' series, we are focusing on the feature "Time-Based Workflow Rules for Tasks." Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements.Can you import projects into Zoho Projects yet?
I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projectsZoho Projects iOS App update: Arabic and Hebrew language support
Hello everyone! In the latest version(v3.10) of the Zoho Projects iOS app update, we have brought in support to access the app in RTL(Right to Left) languages (Arabic and Hebrew). Note: RTL is yet to be supported on the Calendar and Gantt charts modulesProject Management Bulletin: Q1 2025
The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far. With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights fromHow can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?
We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? ThanksZoho Projects - Quarterly Updates | Q1 2025
Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (fromBoost your productivity :: Scheduled Time Log Reports
Hello Everyone, In this series of power of Automation, I would like to highlight a handy automation feature designed to make our life easier - Schedule export for time logs. With this feature, we can automate the export and delivery of timesheet reportsCustom fields wont add options
I've got a custom field in my projects template. Im trying to add another option but it wont let me. Is there a limit to how many options can be added?Sorting task lists name
Could you please make the the task lists' name in move task function be alphabetically sorted? Thanks, -JaleWeb Tabs in Zoho Projects
Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, youComment Reactions like a Thumbs Up
Can we please have the ability to emoji react on comments or at the very least, thumbs a comment up? Literally every other project management system out there can support this and it is very much needed to just acknowledge a comment instead of completelyZoho Projects API v3 - How to format filter critera in deluge
I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, andAutomate Zoho Projects Task Data Export and Email Delivery (for Non-Users)
In many real-world scenarios, we need to share Zoho Projects task updates with clients or team members who don’t use Zoho or don’t have access to the platform. Since there’s no built-in way to export and email tasks directly within Zoho Projects, I putCustom TaskList and Tasks creation based on project custom field
Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. ForAnalyze Project Trends with Power BI Integration for Zoho Projects
Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibilityRecurring Tasks and Reminders in Projects
Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the futureSupercharge your Business with Automation: A Proven Blueprint for Success
Hello Everyone!! This is in continuation to the Power of Automation Series!! In this post, I would like to highlight the Blueprint feature under Task Automation and the use case that we have solved for the IT industry who is managing the Software DevelopmentHow to see and amend Primary Clients easily
Hi, i'm trying to make some reports on the clients we do projects for. However, i'm seeing a lot of "unknown" clients in the Zoho Analytics report. I suspect that these projects have not been assigned well and this needs to be corrected. Where can i easilyChange colour on task lists?
I have many task lists on my project boards, since they are all the same colour they blend in with each other. Is there a way to change the colour of these task lists in the list view?Create Tasklist with Tasklist Template using API v3
In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way toExporting Templates
I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get themEmail transfer to projects
We are unable to add comment/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add comment/Power of Automation::Streamline Associated Teams during Blueprint transition.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-How to Freeze Tasks
Is there a way to freeze a task in the Gantt chart so it cannot move even when predecessors are moved?Modify the default layout of how task fields are ordered in Project View
Hi all, I am trying to change the order the columns on project List view when a project is created initially. See image below. Currently, when a project is created, a predefined collumns are created and also its orders. I am aware that I can "hide", andNext Page
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Announcements
Zoho Projects Roadshow, Australia & New Zealand - 2025
Dear Users, We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or ZohoPower of Automation :: SLA for Tasks
Hello Everyone, In this 'Power of Automation' series, we are focusing on the feature "Time-Based Workflow Rules for Tasks." Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements.Zoho Projects iOS App update: Arabic and Hebrew language support
Hello everyone! In the latest version(v3.10) of the Zoho Projects iOS app update, we have brought in support to access the app in RTL(Right to Left) languages (Arabic and Hebrew). Note: RTL is yet to be supported on the Calendar and Gantt charts modulesProject Management Bulletin: Q1 2025
The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far. With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights fromZoho Projects - Quarterly Updates | Q1 2025
Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from
Most Discussed Topics
Fetch Project's Task by Name
Why is there no way to fetch a projects task by name? https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1 I have looked in the documentation but didn't find a way to fetch tasks by Task Name Am I missing something?Layout Rules Based on Task Owner
We are managing our entire workflow on Zoho Projects From Deal to Shipment to Receiving Payment Now there is one thing that I would like to the ability is to Show or Hide different fields based on Task Owner For example for Shipment Tasks I would likeHow to see and amend Primary Clients easily
Hi, i'm trying to make some reports on the clients we do projects for. However, i'm seeing a lot of "unknown" clients in the Zoho Analytics report. I suspect that these projects have not been assigned well and this needs to be corrected. Where can i easilyBackup and Restore of Projects
Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be thatModify the default layout of how task fields are ordered in Project View
Hi all, I am trying to change the order the columns on project List view when a project is created initially. See image below. Currently, when a project is created, a predefined collumns are created and also its orders. I am aware that I can "hide", and
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Project Management Bulletin: Q1 2025
The first quarter of 2025 has flown by! Here at Zoho, we're pausing to appreciate all the goals we've hit so far. With this momentum in mind, we're excited to share our first edition of the Project Management Bulletin, where we'll discuss highlights fromZoho Projects - Quarterly Updates | Q1 2025
Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (fromAnalyze Project Trends with Power BI Integration for Zoho Projects
Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibilityCustomize User Invites with Invitation Templates
Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align withIntroducing Version-3 APIs - Explore New APIs & Enhancements
Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
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